Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP(Standard Worksite Electronic Enrollment Technology)

Standard Life and Accident’sNew Electronic Enrollment Platform

For Groups

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

Welcome to SWEET APP Tutorial

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

Detailed instructions on how to download the software for PC, Mac and iPad can be found on the Standard Life and Accident agent home page at www.slaico.com.

SWEET APP Tutorial

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP Tutorial

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP

Application and Electronic Enrollment

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP Tutorial

Once the download is complete, the SWEET App icon will be placed on your desktop.

Click the icon to launch the application.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET TIPIt is best to run SWEET App from your desktop shortcut. Please do not use in browser.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialTo login to SWEET app, use your portal ID and password. The first launch may take a few minutes, but after that the application should open within 30 seconds.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialBelow is a sample of the main navigation screen. Click Add Group to begin the quoting and enrollment process.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialNOTE: Click the Brochure button in the top right corner of the main menu to view a drop down list of product brochures in PDF format.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialThese allow employers and employees to view benefits and generic product information.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialOnce you click Add Group, complete the employer, product and plan information. You may quote more than one product at a time.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialIf you quote more than one product at a time, you willsee a tab for each product on the Generated Quotes screen. You can name each quote for reference.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET TIPPlease note, do not use special characters when naming quotes.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialPlease note that coverage cannot be issued on days 29 – 31 of the month.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialOnce the initial employer and plan information have been entered, the next screen is the Generated Quotes screen.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP Tutorial1.Check the desired quote box(s) and then click the Proceed Enrollment button to continue with enrollment.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialAgent name and number should pre-populate. Verify the information and then click Save and Continue.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialIf you have more than than one PC code, you will see a list of your PC codes to select from. However, if you do not have an internet connection or are working offline, the PC codes will pull from what was downloaded the last time you completed an enrollment.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialBe sure you are appointed with Standard Life and Accident in the state where the employer is located before submitting the application.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialPlease note: you have the option to complete the employer application online or submit a paper application.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialEnter employer and benefit information.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET TIPTo print a copy of the quote, right click the quote screen and select print.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialOnce the information has been entered, click Sign, which will preview a draft of the Application. Now click the Signature button.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialExample of employer representative signature. All signatures are entered electronically by signing with a mouse, stylus or your finger depending on which type of device you are using. Both the employer representative and agent must sign to continue.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialYou may now begin enrolling employees. You can either upload a census or enter the information manually.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialIf a census is used, it must be a .csv file, not an (.xls) excel spreadsheet. Also, it must be set up using the format below.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialWhen filling out the census, make sure you do not use dashes or spaces in the social security number.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialEnter spouse and dependent information for each employee, if applicable.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialA drop down menu allows the employee to select the benefit amount.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialIf you do not have an internet connection, click Yes for Enter Quote Manually and then enter the rate from the rate card. The rate will appear on the employee application.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET TIPCritical Illness employee buy-up quoting

does not work in offline mode. When

working offline or without an internet

connection, you must select "Enter Quote

Manually" and manually input premium

information that will populate the

application.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialIf you do have an internet connection, click Generate Quote to quote premium amounts based on Billing Mode.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialAfter the employee has selected the desired amount of coverage, you can now begin the enrollment questions.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET TIPOn the Critical Illness employee buy-up quote screen, you must hit “generate quote” when adding coverage.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialThe agent has the option of asking medical questions or not, depending on guaranteed or modified issue parameters. Please refer to the underwriting guide.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET TIPIf a question can have more than one proposed insured listed, you must separate each name with a comma.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialMedical questions for spouse and/or dependents are simplified issue. Answer if applicable.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialOnce all sections of employee enrollment form are complete, click Signature button for employee to sign electronically. You must include city and state. Then finalize the enrollment by clicking the Finalize button.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialGreen circle indicates the enrollment form for this employee is complete. You can now begin enrolling another employee.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

Required field alerts are built into the system to eliminate submitting an incomplete application.

SWEET APP Tutorial

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

Click the highlighted button in the left navigation menu to go directly to the page where the information is needed.

SWEET APP Tutorial

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialOnce the group is finalized, the agent signs only once for all employee enrollment forms completed.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialThe image below shows the finalized group being submitted for processing. This could take a few minutes based on the size of the group.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialUnder My Groups, you can view the status of all groups being processed.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialClick Sync to check the current status of all your submissions being processed.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET TIPWith sync process, multiple agents may use SWEET App from the same computer. However, if a lock-out occurs while using the computer offline, all agents’ credentials stored in the Local Storage will not be retained in memory. Each agent will need to log-in on-line before using SWEET App again.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP Tutorial

Cancer Product Enrollment

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

Quoting the Cancer product is also fast and easy, however, there are a few additional steps.

SWEET APP Tutorial

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

On the Employer Information screen, select Cancer under Product.

SWEET APP Tutorial

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

The Cancer quote screen has a drop down list for each benefit with amounts you can select to quote.

SWEET APP Tutorial

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

To access the drop down list, click the field for the optional benefit you wish to quote.

SWEET APP Tutorial

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

Once the benefits have been selected, click Generate Quote to view a side by side comparison of the available coverage options with rates.

SWEET APP Tutorial

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

The example below shows a Cancer quote with rates and available coverage options for each benefit selected to present to the employer.

SWEET APP Tutorial

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

Once the employer accepts your proposal, you and the employer will work together to select and customize benefits groupings or packages that will meet the needs and budgets of the employees.

SWEET APP Tutorial

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

Next click Proceed Enrollment to enter employer information.

SWEET APP Tutorial

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

Example of employer application for Cancer quote. The employer assigns the amount of coverage available to each class.

SWEET APP Tutorial

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

Example of employee application. Once you select the class, the amount of coverage assigned by the employer will populate.

SWEET APP Tutorial

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

Cancer enrollment screen showing premium amount for plan selected by an employee.

SWEET APP Tutorial

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

Click Next and proceed to answer medical questions.

SWEET APP Tutorial

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

Just as with the Critical Illness application, required field alerts are built into the system to eliminate submitting an incomplete application.

SWEET APP Tutorial

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

Click the highlighted button in the left navigation menu to go directly to the page where the information is needed.

SWEET APP Tutorial

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

SWEET APP TutorialFrom this point, you may follow the same procedures for completing and finalizing the Cancer application as for the Critical Illness application.

Standard Life and Accident Insurance Company. For agent use only. Not for distribution or use with consumers.

If you have questions or need more information,please contact:

Standard Life and Accident

Insurance Company

888.290.1085